TFG
WTPI

Team Financial Group’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Team Financial Group’s Portfolio WTPI Stock Details WTPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9
Closed -$283 – 273
2026
Q1 		$283 Hold
9
– – ﹤0.01% 270
2025
Q4 		$288 Buy
9
+1
+13% +$33 ﹤0.01% 265
2025
Q3 		$278 Hold
8
– – ﹤0.01% 256
2025
Q2 		$260 Buy
+8
New +$248 ﹤0.01% 250
2024
Q1 		– Sell
-1,044
Closed -$33.1K – 222
2023
Q4 		$33.1K Sell
1,044
-161
-13% -$5.01K 0.02% 83
2023
Q3 		$37K Buy
+1,205
New +$38.6K 0.03% 75

Other funds holding WTPI

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
AC
Avory & Company Miami, Florida $80M AUM 3.87% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Team Financial Group's WTPI Position: Q2 2026 in Review

Team Financial Group sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2026, closing a stake of 9 shares — an estimated $283 sold.

Team Financial Group first reported a position in WTPI in Q3 2023 and held it in 6 quarters. The position peaked at $37K in Q3 2023. 16 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • Team Financial Group reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 9 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $283.
  • Team Financial Group first reported a position in WisdomTree Equity Premium Income Fund in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's WisdomTree Equity Premium Income Fund position peaked at $37K in Q3 2023.
  • 16 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.